Board procurement guide and open scorecard
Compare the operating model—not the presentation.
A disciplined selection process makes staffing, systems, controls, fees, supervision, transition obligations, and service evidence comparable before the board chooses a property management partner.
Quick answer
Normalize first. Score second. Verify before award.
Proposals rarely describe the same operating model in the same language. One price may include after-hours coverage, routine inspections, accounting support, technology, or transition work that another treats as an add-on.
Before a committee assigns points, convert every offer into a common view: named staffing, time allocation, responsibilities, service standards, included systems, recurring fees, conditional charges, contract assumptions, exit support, and evidence. Then use structured interviews and reference checks to test whether the written model can actually be delivered.
36 criteriaEight evaluation categories
6 lensesEvidence, question, warning sign, scope, cost, risk
1 processApplied consistently to every finalist
Selection sequence
Build a defensible path from need to transition.
- DefineDocument the property profile, present pain points, required outcomes, decision authority, procurement rules, conflicts, timeline, and non-negotiable requirements.
- IssueGive every respondent the same property facts, scope format, staffing template, fee schedule, questions, deadlines, and rules for clarification.
- NormalizeReconcile exclusions, staffing assumptions, systems, pass-through costs, service levels, transition tasks, and contract terms before comparing totals.
- ShortlistUse threshold requirements first, then a documented preliminary score. Record the reason any proposal advances or stops.
- TestInterview the actual proposed team with common scenarios, validate samples, verify claims, and call references matched to property complexity.
- DecideDocument the final rationale, tradeoffs, dissent, conditions, negotiation authority, and facts that would reopen the recommendation.
- ContractConfirm that negotiated staffing, reports, systems, fees, service levels, data rights, exit terms, and implementation commitments appear in the final agreement.
- TransitionTurn the winning proposal into a 30/60/90-day implementation plan with owners, dependencies, evidence, resident communication, and readiness checks.
Filterable scorecard
Ask for evidence behind every claim.
Suggested weights indicate relative decision importance, not a universal formula. Boards should document property-specific weights before opening final proposals.
36 criteria shown
| Category and criterion | Evidence to request | Interview question | Warning sign |
|---|---|---|---|
| Governance · HighUnderstanding of governing structure | Written summary of decision rights and reporting lines | How will you distinguish board authority from delegated management authority? | Responsibilities remain vague or are described differently by team members |
| Governance · HighBoard packet discipline | Sample anonymized packet calendar and quality checklist | What arrives before a meeting and how far in advance? | Reports are assembled at the last minute without accountable review |
| Governance · HighAction register ownership | Sample action log with owner due date status and closure evidence | How do you keep decisions visible between meetings? | Closed items have no completion evidence |
| Governance · HighRecords access process | Written request intake escalation and production workflow | How are official record requests logged reviewed and fulfilled? | Responses depend on one person or one mailbox |
| Governance · MediumPolicy calendar | Annual governance and policy review calendar | Which recurring board decisions do you calendar automatically? | No controlled annual calendar exists |
| Operations · HighSite inspection method | Sample inspection route report and follow-up log | What makes an observation actionable rather than merely noted? | Inspection reports list conditions without ownership or due dates |
| Operations · HighPreventive maintenance control | Sample asset register maintenance plan and exception report | How do you prove planned work was completed and findings were resolved? | The proposal relies only on work-order counts |
| Operations · HighWork-order prioritization | Priority definitions escalation rules and aging report | How do safety service and convenience issues enter different queues? | Every request uses the same priority or priorities change informally |
| Operations · MediumAfter-hours coverage | On-call protocol call tree and response expectations | Who receives an urgent call and what happens if that person does not answer? | Coverage depends on personal availability |
| Operations · HighVendor coordination | Sample service calendar scorecard and corrective-action process | How do you compare contracted scope with delivered evidence? | Vendor performance is judged only through complaints |
| Operations · HighStorm and continuity readiness | Preparedness checklist continuity plan and vendor mobilization protocol | What is verified before storm season and who owns each task? | The plan is generic or has not been exercised |
| People · HighProposed staffing model | Named roles allocation assumptions coverage plan and organization chart | Which tasks were used to calculate proposed staffing? | Staffing is described without workload assumptions |
| People · HighManager qualifications and fit | Resume role history references and planned assignment date | Why is the proposed manager suited to this property specifically? | A strong presenter is offered without a confirmed assignment |
| People · HighSupervision cadence | Regional supervision plan site-visit cadence and escalation map | How will the manager receive coaching and operational oversight? | Regional support appears only after a crisis |
| People · MediumTraining and onboarding | Role-specific onboarding plan and annual training matrix | What must a new site leader demonstrate in the first 60 days? | Training is limited to software orientation |
| People · HighTurnover continuity | Vacancy coverage knowledge-transfer and recruitment process | How will operations continue during a manager vacancy? | No named interim coverage or record handover method |
| Finance · HighBudget development process | Sample budget calendar assumptions register and review controls | How are operating assumptions challenged before the draft reaches the board? | Prior-year values are rolled forward without operational basis |
| Finance · HighMonthly reporting quality | Anonymized monthly financial and variance package | Which variances require explanation and corrective action? | Reports show numbers without accountable explanations |
| Finance · HighInvoice approval controls | Approval matrix duplicate check and exception workflow | How do scope completion approval and payment remain separated? | One person can initiate approve and release the same payment |
| Finance · MediumReceivables oversight | Aging dashboard collection workflow and escalation rules | How are trends and exceptions reported without exposing unnecessary personal data? | Only a total delinquency number is reported |
| Finance · MediumReserve and project coordination | Process linking reserve plans budgets and capital projects | How do you keep project timing and funding assumptions aligned? | Reserve information is treated as a once-a-year document |
| Technology · MediumSystem architecture | System list integrations ownership and data-flow diagram | Which platform is the system of record for each major process? | The same information is maintained differently in several systems |
| Technology · HighClient data portability | Export formats retention plan and transition assistance terms | What data can the association export during and after the contract? | Exports are proprietary incomplete or subject to unclear fees |
| Technology · HighAccess and role controls | Role matrix onboarding and termination control evidence | How quickly are access rights changed after a role change? | Shared accounts are considered normal |
| Technology · HighCyber incident coordination | Incident notification workflow recovery responsibilities and vendor dependencies | Who contacts the board after a material system or data incident? | Responsibilities are deferred entirely to a software vendor |
| Service · HighCommunication standards | Response standards communication map and escalation protocol | What communication receives acknowledgment resolution or executive escalation? | The proposal promises responsiveness without measurable standards |
| Service · MediumResident service design | Request channels accessibility approach and service reporting | How will residents know where a request stands? | Service quality is measured only through anecdotal feedback |
| Service · HighExecutive reporting | Sample executive summary with risks decisions and actions | How do you separate facts decisions and management activity? | The board receives long activity reports without decision points |
| Commercial · HighFee transparency | Complete fee schedule assumptions exclusions and pass-through charges | Which common activities create charges outside the base fee? | Material fees appear only in attachments or are undefined |
| Commercial · HighContract exit and transition | Termination assistance data return access transfer and fee terms | What exactly will you deliver during the final 30 days? | Exit cooperation is discretionary or priced without limits |
| Commercial · HighInsurance and risk transfer | Certificates coverage summary subcontractor controls and claim process | How do you verify required coverage throughout the term? | Evidence is provided only at contract signing |
| Commercial · MediumReferences for comparable properties | References matched by property type size complexity and transition history | Which reference faced a challenge similar to ours? | References are unrelated to the proposed scope or team |
| Selection · HighInterview consistency | Standard questions scoring rules and conflict disclosures | How will the proposed team answer the same scenario-based questions? | Each bidder receives a different process |
| Selection · HighImplementation plan | First 30 60 and 90 day plan with dependencies owners and deliverables | What must be true on day one and what can wait? | The transition plan begins after the start date |
| Selection · HighClaims verification | Reference checks sample validation and written clarifications | Which proposal claims can we verify before final selection? | Verbal assurances replace written clarification |
| Selection · HighTotal value and risk | Normalized cost model service assumptions and identified tradeoffs | What risk moves to the association if we choose the lowest price? | Price is compared without scope staffing or transition assumptions |
Scenario interviews
Test how the proposed team thinks under ordinary pressure.
Recurring leakAsk how the team would separate immediate control, resident communication, investigation, documentation, professional input, budget authority, and permanent correction.
Unexplained varianceAsk what records would be reconciled, who owns the explanation, how the forecast changes, and what decision reaches the board.
Manager departureAsk who assumes authority, how credentials and knowledge transfer, what supervision increases, and how leadership receives updates.
Score the substance of the answer, not polish. Strong answers name the evidence, authority, owner, timing, escalation, communication, and completion proof.
Open download
Adapt the criteria before issuing the request.
The CSV contains the complete criterion, suggested weight, evidence request, interview question, and warning sign. Add columns for property-specific weight, evaluator score, confidence, clarification, reference result, and final rationale.
Freeze the evaluation method before final submissions arrive. Changing weights after seeing preferred answers makes the record less credible and can hide an unresolved tradeoff.
Available format
CSV36 rows · spreadsheet-readyVersion September 20, 2026 · UTF-8 · framework, not legal or procurement adviceFrequently asked questions
Management company selection questions.
How should an HOA compare property management proposals?
Normalize scope, staffing, fees, exclusions, systems, transition obligations, and service standards before scoring. Use the same evidence requests and scenario questions for every finalist, document assumptions, and apply any governing-document, legal, or procurement requirements.
Should the board select the lowest management fee?
Evaluate price with staffing, scope, excluded services, pass-through charges, operational risk, data portability, contract protections, and transition support. A lower base fee can shift cost or workload elsewhere.
When should references be checked?
Check references after clarifying the proposed scope and team but before final selection. Choose comparable properties and ask about actual staffing, reporting, supervision, transitions, problem resolution, and whether promised resources remained in place.